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iShares iBonds Dec 2029 Term Corporate ETF

182 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
35
Increased
103
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FBB
76
Fulton Breakefield Broenniman
Maryland
$1.28M 55,937 +28,443 +103%
SWP
77
Stratos Wealth Partners
Ohio
$1.23M 54,021 +4,812 +10%
SWM
78
Segment Wealth Management
Texas
$1.19M 52,070 +25,995 +100%
UCFA
79
United Capital Financial Advisors
Texas
$1.14M 49,977 -234 -0.5%
ABC
80
Associated Banc-Corp
Wisconsin
$1.1M 48,303 +10,503 +28%
Jane Street
81
Jane Street
New York
$1.01M 44,213 +44,213 New
LNC
82
Lincoln National Corp
Pennsylvania
$993K 43,494 +24,697 +131%
SP
83
Stonebrook Private
Michigan
$965K 42,300 +17,499 +71%
CPIA
84
Cornell Pochily Investment Advisors
New York
$949K 41,582 -657 -2%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$942K 41,265 -891 -2%
NA
86
Navellier & Associates
Nevada
$927K 40,628
OMC
87
Old Mission Capital
Illinois
$925K 40,519 -64,228 -61%
RBC
88
Roble Belko & Company
Pennsylvania
$879K 38,499
MFG
89
Mendota Financial Group
Wisconsin
$864K 37,875 +13,354 +54%
NA
90
NewEdge Advisors
Louisiana
$861K 37,747 -348,507 -90%
BFG
91
Beacon Financial Group
Texas
$816K 35,767 +11,989 +50%
MTWM
92
Masso Torrence Wealth Management
New Jersey
$812K 35,604 +6,344 +22%
BSSFA
93
Baron Silver Stevens Financial Advisors
Florida
$799K 35,032 +35,032 New
FNB
94
Farmers National Bank
Kentucky
$792K 34,722 +670 +2%
KNW
95
Kesler Norman & Wride
Utah
$757K 33,189 -343 -1%
MA
96
MONECO Advisors
Connecticut
$749K 32,824 +23,019 +235%
CWM
97
Cabot Wealth Management
Massachusetts
$741K 32,479 +3,748 +13%
Osaic Holdings
98
Osaic Holdings
Arizona
$701K 30,700 -2,586 -8%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$648K 28,417 +28,417 New
EWM
100
Executive Wealth Management
Michigan
$629K 27,818 +14,387 +107%